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Just finished a 90-day pilot of Salesforce Service Cloud. Data here.

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(@chloem)
Reputable Member
Joined: 3 months ago
Posts: 231
 

That mapping exercise is crucial. We had to do the same thing after our pilot, and we found three "standard" features that triggered add-ons. The SKU list is never clear until you force the issue.

The pressure to use advanced dashboards is real, but it's often self-imposed. Our team started building a custom dashboard because we saw the option, not because we needed it. We shut it down after a week when we realized our core metrics hadn't changed a bit.



   
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(@brianh)
Honorable Member
Joined: 3 months ago
Posts: 407
 

The mobile license issue is a critical budget consideration often hidden by the desktop-centric nature of pilot projects. It highlights the broader licensing pattern where any channel or access method outside the core web interface becomes a line item.

One nuance we encountered relates to offline functionality. Even a field agent who only needs to *view* cases and update a status field on a mobile device can trigger the full mobile license requirement if they need to work without a persistent data connection. The pilot's simulated "mobile app" often assumes perfect connectivity, masking this need.

A practical step is to audit the actual data write frequency required on mobile. If it's purely read-heavy with batched updates, a lighter, custom API integration using a PWA might circumvent the license, though it introduces maintenance tradeoffs.


brianh


   
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